Forex

Oil Up, Wall Street Up, Pizza Index Flat

Wall Street has reacted positively to the extension of the U.S.-Iran ceasefire. The S&P 500 and Nasdaq both closed at record highs....

Kevin Warsh’s Vision for the Fed

Trump’s Fed nominee, Kevin Warsh, is set to replace Jerome Powell if confirmed by the Senate. This can matter massively for the US dollar and gold....

Yes…this matters for the US dollar

Williams flagged cybersecurity risks tied to Anthropic’s Mythos model as his biggest systemic concern. Whether it's a real risk or not, it's great marketing for Anthropic....

Do GBP and EUR deserve to be back to old levels?

The euro is back to where it was on February 28. But the rebound in EUR/USD does not mean Europe’s macro risks have gone away. The euro zone is still highly exposed to imported energy costs...

What is HSBC’s latest view on the USD & Gold?

They said there may be some temptation to revise forecasts in favour of USD strength (due to its safe haven appeal). But, they stopped short of changing their view, pointing to the Federal Reserve as the key reason for restraint....

Is the Mexican peso rally built to last?

Banco de México has maintained relatively high interest rates compared with the U.S. Federal Reserve, creating a notable yield differential in favour of the Mexican peso....

Has the RBNZ failed to guard against renewed inflation risk?

Following the RBNZ’s decision to leave the cash rate unchanged at 2.25%, Governor Anna Breman said that earlier rate cuts are still flowing through the economy and providing stimulus....

RBNZ hold expected as oil complicates inflation outlook

Most market commentators expect the RBNZ to leave the official cash rate unchanged at 2.25% in today’s review....

Stocks rise despite Trump threats

Reuters reports that Iran and the United States have received a 45-day ceasefire plan, put forward by Pakistan, aimed at ending hostilities. But President Trump is not speaking as though the two sides are close to agreeing on a ceasefire...
Join Now